Summit Wealth & Retirement Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
1,699
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $439K | Hold |
1,699
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $449K | Hold |
1,699
| – | – | 0.14% | 47 |
|
|
2024
Q3 | $448K | Hold |
1,699
| – | – | 0.14% | 44 |
|
|
2024
Q2 | $411K | Hold |
1,699
| – | – | 0.14% | 46 |
|
|
2024
Q1 | $425K | Hold |
1,699
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $395K | Hold |
1,699
| – | – | 0.17% | 37 |
|
|
2023
Q3 | $354K | Sell |
1,699
-21
| -1% | -$4.37K | 0.14% | 43 |
|
|
2023
Q2 | $379K | Buy |
+1,720
| New | +$379K | 0.15% | 44 |
|